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Inactive

Sonia Gentiana Kraus

Wealthspire Advisors

New York, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-19
  • NY RA
    APPROVED
    Since 2024-01-19

Branch Locations

521 5Th Avenue, 15Th Fl, New York, NY 10175 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed New York NY 07/2016 10/2016
Merrill Lynch, Pierce, Fenner & Smith, Inc. New York NY 11/2016 03/2017
Avestar Capital, Llc (Former Merrill Lynch Group) New York NY 03/2017 11/2018
Source Financial Advisors Llc New York NY 01/2019 06/2021
Heron Wealth Advisors New York NM 06/2021 07/2023
Wealthspire Advisors New York NY 07/2023 Present
  • 07/2016 → 10/2016
    Unemployed
    New York, NY
  • 11/2016 → 03/2017
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    New York, NY
  • 03/2017 → 11/2018
    Avestar Capital, Llc (Former Merrill Lynch Group)
    New York, NY
  • 01/2019 → 06/2021
    Source Financial Advisors Llc
    New York, NY
  • 06/2021 → 07/2023
    Heron Wealth Advisors
    New York, NM
  • 07/2023 → Present
    Wealthspire Advisors
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-19
  • S65 Uniform Investment Adviser Law Examination
    2024-01-19
Other Names
  • Sonia Groza-Jones

View on SEC IAPD

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LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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